LIM

Leavell Investment Management Portfolio holdings

AUM $2.37B
1-Year Est. Return 19.4%
This Quarter Est. Return
1 Year Est. Return
+19.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.97M
3
+$2.45M
4
IBMN icon
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$2.02M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.75M

Top Sells

1
+$9.64M
2
+$7.52M
3
+$3.12M
4
BN icon
Brookfield
BN
+$2.64M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.34M

Sector Composition

1 Technology 9.26%
2 Financials 9.18%
3 Healthcare 7.07%
4 Industrials 6.15%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.13M 0.39%
45,939
-1,474
77
$5.02M 0.38%
48,735
-3,444
78
$4.99M 0.37%
205,229
+26,065
79
$4.91M 0.37%
56,454
-394
80
$4.73M 0.35%
199,762
-17,548
81
$4.68M 0.35%
73,589
+2,542
82
$4.56M 0.34%
47,444
-844
83
$4.5M 0.34%
178,700
+117,984
84
$4.5M 0.34%
14,583
+516
85
$4.44M 0.33%
12,973
86
$4.39M 0.33%
112,236
-6,310
87
$4.34M 0.33%
192,115
-95,735
88
$4.33M 0.33%
70,404
-400
89
$4.31M 0.32%
39,284
-755
90
$4.17M 0.31%
17,372
-700
91
$4.15M 0.31%
63,223
-3,374
92
$4.07M 0.31%
23,570
-1,000
93
$4.04M 0.3%
38,850
+3,023
94
$4M 0.3%
115,293
-12,393
95
$3.99M 0.3%
190,129
-8,922
96
$3.97M 0.3%
20,742
-216
97
$3.96M 0.3%
11,378
-530
98
$3.91M 0.29%
7,103
-757
99
$3.75M 0.28%
39,646
+4,188
100
$3.75M 0.28%
20,608
-475
2 3
4
5 6